See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $250,294 | $99,020+152.8% | $86,590+189.1% | $147,584+69.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.21% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $9,550 | $3,132+204.9% | $2,839+236.3% | $4,876+95.8% |
| Participant deferral / active EE | $6,600 | $3,972+66.1% | $3,609+82.9% | $5,439+21.3% |
| Admin fee / account holder | $4,328 | $5,710-24.2% | $4,906-11.8% | $10,885-60.2% |